first commit
This commit is contained in:
@@ -0,0 +1,86 @@
|
||||
---
|
||||
title: "Plane"
|
||||
category: "Business operations"
|
||||
tagline: "Project and issue tracking with sprints, roadmaps, and docs, for software and beyond."
|
||||
replaces: ["Jira", "Linear", "Asana", "Monday.com", "ClickUp"]
|
||||
address: "plane.example.com"
|
||||
website: "https://plane.so/"
|
||||
upstreamDocs: "https://docs.plane.so/"
|
||||
links:
|
||||
- name: "Plane documentation"
|
||||
url: "https://docs.plane.so/"
|
||||
- name: "Plane developer docs"
|
||||
url: "https://developers.plane.so/"
|
||||
- name: "Plane on GitHub"
|
||||
url: "https://github.com/makeplane/plane"
|
||||
---
|
||||
|
||||
## Overview
|
||||
|
||||
Plane is a project management tool for planning, tracking, and shipping work. It's popular with software teams as a Jira or Linear alternative, but it works for any team that manages work as tasks moving through stages.
|
||||
|
||||
Main capabilities:
|
||||
|
||||
- **Work items** (issues) with states, priorities, assignees, labels, due dates, estimates, and sub-items.
|
||||
- **Cycles**: time-boxed iterations (sprints) with progress charts.
|
||||
- **Modules**: groups of work items for a feature, initiative, or milestone.
|
||||
- **Views**: list, kanban board, spreadsheet, calendar, and Gantt, with saved filters.
|
||||
- **Pages**: documents for specs, meeting notes, and plans, linked to work.
|
||||
- **Intake** for requests from outside the project team.
|
||||
- **Workspaces** and **projects** with member roles.
|
||||
|
||||
Some features (for example certain importers, advanced views, and workflows) are part of Plane's paid editions. The community edition is what most installations run.
|
||||
|
||||
### What it replaces
|
||||
|
||||
Plane replaces Jira, Linear, Asana, Monday.com, ClickUp, and Trello.
|
||||
|
||||
## Signing in
|
||||
|
||||
Open your Plane address and sign in. If it's your first time, you'll be asked to join or create a **workspace**; your administrator will usually have invited you to an existing one.
|
||||
|
||||
## Set up a project
|
||||
|
||||
1. In the sidebar, select **+** next to **Projects** and give the project a name and identifier (a short code, such as `WEB`, used in work item IDs like `WEB-42`).
|
||||
|
||||
{{< screenshot src="plane/new-project.png" alt="The Plane new project dialog with name Website relaunch and identifier WEB" caption="A new project with the identifier `WEB`." >}}
|
||||
|
||||
2. Open **Project settings** to:
|
||||
- Add **members** and set their roles.
|
||||
- Customize **states** (for example Backlog, Todo, In progress, In review, Done).
|
||||
- Create **labels** and set an **estimate** system (points or hours).
|
||||
- Turn features like Cycles, Modules, Pages, and Intake on or off.
|
||||
|
||||
{{< screenshot src="plane/project-states.png" alt="Plane project settings showing the States page" caption="**Project settings**, **States**." >}}
|
||||
|
||||
## Work items
|
||||
|
||||
- Press <kbd>C</kbd> anywhere in a project to create a work item.
|
||||
- Set the state, priority, assignee, labels, and dates from the item's properties.
|
||||
- Add **sub-items** to break work down, and **relations** (blocking, blocked by, duplicate) to link items.
|
||||
- Comment and @mention colleagues. Mentions and assignments show up in **Inbox** (notifications).
|
||||
|
||||
## Plan with cycles and modules
|
||||
|
||||
- **Cycles**: create a cycle with start and end dates, then drag work items into it. The cycle page shows a burn-down chart and progress by state, assignee, and label. Unfinished items can be carried over to the next cycle.
|
||||
- **Modules**: group items that make up a feature or project, with a lead, members, and target date.
|
||||
|
||||
## Views
|
||||
|
||||
Switch the layout from the top bar: **List**, **Kanban**, **Spreadsheet**, **Calendar**, or **Gantt**. Apply filters and display options, then save as a **View** to share with the team.
|
||||
|
||||
## Pages
|
||||
|
||||
Create pages under **Pages** in a project for specs and notes. Type `/` for blocks (headings, lists, tables, images), and convert lines into work items directly from the page.
|
||||
|
||||
## Administer Plane
|
||||
|
||||
- **Workspace settings** (from the workspace name menu): members, invites, billing (for paid editions), and integrations.
|
||||
- **Instance admin** (sometimes called "god mode", at `/god-mode`): instance-wide settings such as sign-up rules, email, and authentication methods. Only instance administrators can open it.
|
||||
|
||||
## Superpanel settings
|
||||
|
||||
{{< review "confirm Superpanel option names for Plane." >}}
|
||||
|
||||
- **Access**: choose which groups are given the Plane address.
|
||||
- **Instance administrator**: Federated Computer sets up the first instance admin; contact support to change it.
|
||||
Reference in New Issue
Block a user